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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| US$ 156 mi | +US$ 7,18 mi | +5% | 5,9% | – | 65 | 15,38% | 0,5 |
|
| 6752 |
EMB
6752
Elefante Mark B
| US$ 156 mi | +US$ 23,2 mi | +17% | 6,45% | – | 59 | 8,47% | 4,5 |
|
| 6753 |
6753
Tassel Capital Management
Matthews,
North Carolina
| US$ 156 mi | +US$ 26 mi | +20% | 5,61% | – | 39 | 17,95% | 0,6 |
|
| 6754 |
CWA
6754
Clearview Wealth Advisors
Salem,
Oregon
| US$ 156 mi | +US$ 12,7 mi | +9% | 5,5% | 45,2% | 104 | 4,81% | 3,1 |
|
| 6755 |
6755
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 156 mi | +US$ 3,4 mi | +2% | 5,07% | 41,2% | 56 | 10,71% | 2,6 |
|
| 6756 |
6756
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| US$ 156 mi | -US$ 154 mi | -50% | 4,81% | 40,6% | 107 | 57,01% | 1,5 |
|
| 6757 |
6757
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$ 156 mi | +US$ 8,29 mi | +6% | 6,25% | – | 688 | 14,97% | 0,6 |
|
| 6758 |
6758
7G Capital Management
New York
| US$ 156 mi | +US$ 27,5 mi | +21% | 20,9% | 137% | 10 | 30% | 1,9 |
|
| 6759 |
6759
RiverTree Advisors
Winter Park,
Florida
| US$ 156 mi | +US$ 7,06 mi | +5% | 2,94% | 25,4% | 62 | 24,19% | 1,4 |
|
| 6760 |
6760
DecisionMap Wealth Management
Great Falls,
Virginia
| US$ 156 mi | +US$ 10,2 mi | +7% | 6,24% | – | 132 | 9,09% | 0,6 |
|
| 6761 |
FSBI
6761
Fearless Solutions (Best Invest)
San Antonio,
Texas
| US$ 156 mi | +US$ 13 mi | +9% | 9,69% | – | 117 | 8,55% | 0,7 |
|
| 6762 |
6762
Coordinated Financial Services
Denver,
Colorado
| US$ 156 mi | +US$ 11,6 mi | +8% | 6,51% | – | 161 | 8,7% | 1,2 |
|
| 6763 |
LP
6763
LB Partners
Charlottesville,
Virginia
| US$ 156 mi | -US$ 842 mil | -0,5% | 1% | – | 29 | 20,69% | 1,1 |
|
| 6764 |
6764
Acuitas Investments
Seattle,
Washington
| US$ 156 mi | +US$ 30,1 mi | +24% | 27,1% | 145% | 61 | 27,87% | 1,5 |
|
| 6765 |
6765
McCarthy Asset Management
Redwood Shores,
California
| US$ 156 mi | +US$ 8,53 mi | +6% | 5,13% | – | 27 | 3,7% | 3,7 |
|
| 6766 |
6766
LifeSteps Financial
Claremont,
California
| US$ 156 mi | +US$ 10,1 mi | +7% | 9,04% | 98,4% | 89 | 3,37% | 3,9 |
|
| 6767 |
6767
Alethea Capital Management
Mercer Island,
Washington
| US$ 156 mi | +US$ 23,5 mi | +18% | 20,1% | 275% | 54 | 79,63% | 1,3 |
|
| 6768 |
6768
Panoramic Capital Partners
Lake Oswego,
Oregon
| US$ 156 mi | +US$ 11,5 mi | +8% | 7,84% | – | 63 | 12,7% | 0,6 |
|
| 6769 |
6769
Refined Wealth Management
Salt Lake City,
Utah
| US$ 156 mi | +US$ 10,1 mi | +7% | 5,43% | 99,4% | 36 | 8,33% | 2,4 |
|
| 6770 |
6770
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| US$ 156 mi | +US$ 5,12 mi | +3% | 1,86% | – | 134 | 6,72% | 0,5 |
|
| 6771 |
6771
Syntax Research
Boca Raton,
Florida
| US$ 156 mi | +US$ 14,8 mi | +10% | 8,37% | 42,9% | 182 | 10,99% | 1,7 |
|
| 6772 |
6772
Mustard Seed Financial
Magnolia,
Arkansas
| US$ 156 mi | +US$ 16,7 mi | +12% | 5,95% | 59,2% | 92 | 6,52% | 1,4 |
|
| 6773 |
6773
OneFund LLC
Saint Petersburg,
Florida
| US$ 155 mi | +US$ 16,5 mi | +12% | 9,76% | – | 515 | 3,11% | 0,6 |
|
| 6774 |
6774
Catherine Avery Investment Management
Longboat Key,
Florida
| US$ 155 mi | +US$ 23,6 mi | +18% | 9,68% | – | 178 | 15,73% | 0,7 |
|
| 6775 |
6775
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$ 155 mi | +US$ 4,62 mi | +3% | 8,08% | 67,5% | 113 | 3,54% | 5,4 |
|